A consolidated or co-mingled fund for Quaker organizations, with a minimum investment time horizon of 3-5 years.

Fund Objective

The Consolidated Fund is a moderate blend fund, with a target asset allocation of 62% Equity, 33% Fixed Income and 5% REITS. Its primary objectives are stable current income and long-term growth consistent with protecting constituents’ principal investment against inflation over time. The Fund has an income distribution policy based on total return. Income distributions are paid out semi-annually and calculated using a rolling three-year average of unit value.